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GC Wealth Management RIA’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

GC Wealth Management RIA’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-167,889
Closed -$7.2M – 553
2025
Q4 		$7.2M Buy
167,889
+30,355
+22% +$1.3M 0.26% 53
2025
Q3 		$5.96M Buy
137,534
+96,724
+237% +$4.16M 0.2% 82
2025
Q2 		$1.76M Buy
40,810
+25,849
+173% +$1.09M 0.14% 147
2025
Q1 		$636K Buy
+14,961
New +$642K 0.12% 155
2024
Q4 		– Sell
-134,921
Closed -$5.86M – 315
2024
Q3 		$5.86M Sell
134,921
-43,019
-24% -$1.84M 1.02% 21
2024
Q2 		$7.51M Buy
177,940
+53,211
+43% +$2.24M 1.48% 12
2024
Q1 		$5.31M Buy
124,729
+55,269
+80% +$2.34M 1.06% 20
2023
Q4 		$2.93M Buy
+69,460
New +$2.86M 1.32% 16

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return